Reminder module for Perfex CRM
Original price was: $30.00.$15.00Current price is: $15.00.
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Description
This is a module for Perfex CRM Demo Click Here Reminder module allows to send reminders for following Invoice Estimate Proposal Credit Notes Support Custom Reminder Custom Services Features – Email Notifications Sms Notifications with twilio Reminders will be send to staff and customers Customised email template status on reminder Reminders comments Reminders Notes Recurring Reminder Export Filter by Year Customer Staff This month This Week Recurring Reminders include Notified customer Related To Added By Multi language Note – Twilio configuration is required for sending SMS Cron job configuration is required for sending email and message Create Custom services Step Setup- Reminder settings- Reminder services- Add New service Enable Staff Reminder Trigger SMS in setting Step Setup- Settings- SMS- Staff Reminder section – Click on Available merge fields links and copy merge fields and paste text area then save it Customised your customer email template Step Setup- Email Templates Customer Reminder- Customised your template as per needed Change Log – 23-01-23 Support Ticket related doc issue fixed 25-03-22 customer email bug Fixed 02-03-22 Bugs Fixed 28-02-22 Bug Fixed 1- search the customer details on Invoice 2-Total Amount error 3- Cron issue 26-02-22 V 1 0 4 1- Custom Services 2- Recurring Reminder 3- Add new Filters 4- Add Notes in Edit 5- Bug fixed 03-12-21 V 1 0 3 1- Custom Reminder 2- Staff view Own Permission added 3- Customer Email templated added 4- Removed automatically assigned reminder fixed 25-10-21 V 1 0 2 1- Table View changed 2- Add Edit View Delete button added in table 3- From to Date range filter added 4- Notified Pending status added in table 5- Related to filter added for Proposal Estimate invoice Credit Note Support ticket 25-08-21 1 minor bug fixed 19-08-21 Support Ticket added Some minor bug fixed
